Citywealth

Citywealth Powerwomen Awards USA 2025 ? Congratulations?to the brilliant women nominated for the prestigious Outstanding Individual of the Year award Ida Liu, head of Citi Private Bank, Katy Knox, president at Bank of America Private Bank, Mary Callahan Erdoes, CEO at J.P. Morgan Asset Management, Nichol MacManus at Brown Brothers Harriman and Sharmin Mossavar-Rahmani, chief investment officer of wealth management at Goldman Sachs. ? Wishing them good luck at the finals and to all the outstanding individuals and companies that have been shortlisted. ? Full shortlist https://lnkd.in/e6K5zx5S ? Online voting now open https://lnkd.in/eVPymDYz ? The Citywealth Powerwomen Awards USA 2025 will take place 13 March 2025 in NYC

Congratulations to the outstanding women from #Bermuda who have been shortlited for our Powerwomen Awards USA 2025 - as reported in Bernews.com Laura Kearns at Carey Olsen, Robin Peters at Schroders, Melissa Pope at Butterfield Group and Michelle Wolfe at Meritus Trust Company Limited Read the full article here https://lnkd.in/e9MJ2gEt Congratulations also to every single individual and company who made the shortlist, recognising their achievements and contributions to the wealth management sector Full shortlist https://lnkd.in/eGPCkATE The Citywealth Powerwomen Awards USA 2025 will take place in NYC on 13th March Further details: https://lnkd.in/eaeMHTEF

Congratulations to Alice Leadbeater-Terris, Senior Manager at Deloitte in the Isle of Man who has won the Gold Award for Accountant of the Year – Manager, in the Citywealth Future Leaders Awards 2024. The awards champion young professionals in the wealth sector across the UK and are open to all wealth management professionals under the age of 40. They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills. Deloitte also received the Silver Award for Best Employer - Career progression LBGT+/inclusion, which is a testament to our core values around fostering inclusion and collaborating for measurable impact. Congratulations to the other nominees and award winners. For more information visit: https://lnkd.in/eYqNYWjp Or visit the Deloitte in the Isle of Man website here: https://lnkd.in/e6Vd7trT #DeloitteInIsleOfMan #IsleOfMan #ImpactThatMatters

Happy thanksgiving to all our American friends @citywealth #thanksgiving

Continuing on the subject of the growing importance of Dubai as an IFC as discussed in our weekly newsletter, we asked Leonie Kerswill, head of tax and structuring at Sanctuary for her expert opinion. She confirmed a growing enthusiasm for Dubai as a relocation centre for UHNWI and businesses. “The UAE is buzzing. We are seeing new family offices being set up alongside new businesses as entrepreneurs and their families are relocating from the UK and other jurisdictions. Key attractions are not only the attractive tax environment but also features such as personal safety for the family and quality of life” she says Read more about what Leonie and other local experts have to say on this increasingly hot topic https://lnkd.in/ehGG4CQN Many thanks to all our expert contributors Tim Casben at Gowling WLG,?Andrew Horbury FICA at Cavenwell Group, Jacopo Crivellaro at JFO Family Office, Jonathan Wheeler at Equiom Group, James Campbell at Ogier, Alastair Glover at Stephenson Harwood LLP, Emily Beirne at Kobre & Kim, Atiq S. Anjarwalla at Anjarwalla Collins & Haidermota (AC&H Legal Consultants) and M. Ali F. Khan at AS Legal Consultants Subscribe for free to our weekly newsletter here to keep abreast of the latest developments in the wealth sector https://lnkd.in/et9kYWeR

Global Trusts Update: Key Trends and Developments in 2024 Trust law and regulation have seen substantial updates across jurisdictions as countries adapt to international tax standards, transparency mandates, and evolving demands from high-net-worth individuals. Below is a summary of recent key developments in several leading trust jurisdictions, highlighting regulatory, tax, and legislative changes that shape wealth structuring and management. Read more: https://lnkd.in/euqTFQXp Oliver Sharp Simkins LLP Catherine Moore Ogier Wayne Bulpitt Beauvoir Group Sarah Bartram-Lora Reina Stonehage Fleming William Easun Tempest Legal Services, Monaco - Cabinet Conseil Juridique Elias Neocleous Elias Neocleous & Co LLC Marina Zevedeou The Aspen Trust Group Edmund Leow, SC Dentons Rodyk & Davidson LLP James Russell ZEDRA Group Joshua Rubenstein Katten Muchin Rosenman LLP Andy Morgan Affinity Group Christopher McKenzie O'Neal Webster (UK) LLP Robert Mack HSM Group

Wishing all our American friends a Happy Thanksgiving. Citywealth has always had strong links with North America and we were delighted to launch our Powerwomen Awards USA a few years ago to recognise the outstanding achievements of women in the wealth sector as well as companies supporting their career progression. Our initiative was recognised by a gold The Stevie? Awards 2024 in the Achievement in International Expansion category We are now looking forward to our Powerwomen Awards USA 2025 taking place in New York on 13 March 2025 https://lnkd.in/eaeMHTEF

Barclays to establish new Private Banking booking centre in Singapore Singapore is a key wealth hub for Barclays Private Bank. Booking centre supports growth of Asian ultra-high-net-worth and global family office clientele. Read more: https://lnkd.in/ee8UH26Y Subscribe to the Citywealth Weekly Newsletter to learn more about Private Wealth Management: https://lnkd.in/dS2Sw9ey Sasha Wiggins Nitin Singh Evonne Tan Melanie Hunt

Congratulations to the brilliant women from Bermuda shortlisted for the Citywealth Powerwomen Awards USA 2025 as reported in The Royal Gazette Limited. Laura Kearns (featured here) at Carey Olsen, Robin Peters at Schroders, Melissa Pope at Butterfield Group and Michelle Wolfe at Meritus Trust Company Limited Read the full article here https://lnkd.in/e3-e_nyC Congratulations to all who have been nominated for awards in recognition of their outstanding achievements in the wealth management sector Full shortlist https://lnkd.in/eGPCkATE Online voting now open https://lnkd.in/eVPymDYz We are looking forward to seeing you all at the award ceremony, taking place in NYC on 13th March More info https://lnkd.in/eaeMHTEF

Mirabaud Group announces changes to senior leadership team Mirabaud Group announces an evolution of its senior leadership team from 1 January 2025. Read more: https://lnkd.in/edRCH_ju Subscribe to the Citywealth Weekly Newsletter to learn more about Private Wealth Management: https://lnkd.in/dS2Sw9ey Lionel Aeschlimann Thiago Frazao Umberto Boccato Louis Fauchier-Magnan Fran?ois Leyss Julien Meylan Yves Mirabaud